Gillian Frances Goldman
Investment adviser representative at Stonebridge Capital Management Inc
14 yearsExperience
1 stateRegistered in
$268.7MFirm assets
57 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Stonebridge Capital Management Inc.Dec 2023 to now
- Harold Davidson & AssociatesDec 2016 to Dec 2023
- Stonebridge Capital Management Inc.Jan 2012 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Stonebridge Capital Management Inc
$268.7MAssets managed
212Clients
1Advisers
57 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8188704
- Firm CRD
- 106073